Original filing (PDF)20250929154911NAL0018104850001

JAIME H. RODRIGUEZ VAZQUEZ

Name: JAIME H. RODRIGUEZ VAZQUEZ — JAIME H. RODRIGUEZ RETIREMENT PLAN, Form 5500 (2024)
Creator: JAIME H. RODRIGUEZ VAZQUEZ

Form 5500-SF

FILING_RECEIVED

JAIME H. RODRIGUEZ RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAIME H. RODRIGUEZ VAZQUEZ.

Plan sponsor

Name

JAIME H. RODRIGUEZ VAZQUEZ

EIN

66-0480917

Address

PO BOX 4613 · VEGA BAJA, PR · 006944613

Phone

(787) 317-6626

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ORIENTAL BANK

EIN

66-0259436

City

SAN JUAN, PR

Phone

(787) 771-6800

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

3C · Not intended to be qualified

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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